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The DailyAlts Playbook: Buffett’s Crypto Snub, Why the Selling Stopped, Who’s Shorting Airlines, and the Odds of Another Rate Cut.

Bill Ackman and Pershing Square Bets on Berkshire Hathaway

We start today in Asia, where the road to recovery from Monday’s massive selloff begins. Although the Nikkei lost 3.3% in overnight trading, Chinese markets were largely flat. The Dow is rebounding slightly this morning. The 100-point gain in premarket hours comes a day after the Dow shed 1,000 points over growing coronavirus concerns. In recent days, we’ve seen a rising number of cases in Italy, Iran, and South Korea. It was the worst single-day drop for the Dow in two years.  Reality appears to be sinking in. The spread is going to have a significant impact on global GDP. Mastercard (NYSE: MA) and United Airlines (NASDAQ: UAL) warned that they’ll both take a hit as a result of the spread. Also, we’ve seen cuts in global growth forecasts at banks like Goldman and watchdogs like the IMF. Finally, Oxford Economics projected that coronavirus could hit global GDP by $1 trillion.

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The DailyAlts Playbook: Buffett’s Crypto Snub, Why the Selling Stopped, Who’s Shorting Airlines, and the Odds of Another Rate Cut.
February 25, 2020

We start today in Asia, where the road to recovery from Monday’s massive selloff begins. Although the Nikkei lost 3.3% in overnight trading, Chinese markets were largely flat. The Dow…

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DailyAlts Playbook – Why You Shouldn’t Hide Important Financial Documents in Your Fishing Gear.
February 24, 2020

Today, the DailyAlts Playbook talks Commodity Swings, Public V. Private Gains, Cannabis Expectations, and Why You Shouldn’t Hide Important Financial Documents in Your Fishing Gear.

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Community Banking: Gulf Capital Bank Announces Formation of De Novo Bank
February 24, 2020

Gulf Capital Bank just announced the formation of the first de novo bank in Houston, Texas in more than a decade. The formation of Gulf capital is also the largest…

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DailyAlts Playbook: Zero Growth, The End of Discount Brokers, ESG Fever, and a Breakup at Senator – February 21, 2020
February 21, 2020

We start today with the coronavirus. U.S. markets followed Europe lower on news that China reported 800 new cases of the disease overnight. The new total brings us to more…

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DailyAlts PlayBook – Michael Bloomberg, Bernie Sanders, Virgin Galactic, and More – February 20, 2020
February 20, 2020

The DailyAlts Playbook talks about Bloomberg’s Debate, “Summer” as a Verb, Victoria’s Secret Sale, and Goldman’s Warning.

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The DailyAlts PlayBook: Bill Barr’s Big Plans, The “Democratic Bachelor”, Milken’s Pardon, and Parabolic Space Companies
February 19, 2020

We begin in Nevada, where a man who supported communism in his 30s has taken a double-digit lead over his Democratic rivals. A new NBC News/Wall Street Journal poll shows…

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The DailyAlts Playbook: Coronavirus Blowback, Targeting the Astros, Digital Waste, Money Mergers, and the Shop that Predicted Tesla’s Surge
February 18, 2020

We start the day with the U.S. markets in the red after Walmart Inc. (NYSE: WMT) missed earnings and Apple (NASDAQ: AAPL) warned about the impact of the coronavirus.

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The DailyAlts Playbook: Tesla Cults, China’s Deception, and a Very Busy Slate of Activist Interventions.
February 14, 2020

We return this morning thanks to modern medicine, good sleep, and the first time the household has been quiet in five days. Thank you for the emails and the texts….

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The DailyAlts Playbook: Rise of Bernie, the Plight of Tesla Bears, and the Surge of Ponzi Schemes.
February 12, 2020

Pitchers and catchers report to camp Wednesday, which offers some reminder that warmer weather will eventually find itself returning to the Northeast. That said, the Baltimore Orioles’ roster looks like…

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The DailyAlts Playbook: Oil Shorts, Coronavirus Hits Earnings, Crowded Trades, and Toy Story 4 after a Fifth Viewing.
February 11, 2020

Fund managers had been dumping oil over the last few weeks, but resistance wouldn’t break down below $49 per barrel. Short sellers appear to have taken some profits off the…

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